欧州のスマート計測　第18版

Berg Insight（ベルグインサイト社）「欧州のスマート計測　第18版 – Smart Metering in Europe – 18th Edition」はEU27ヶ国+ヨーロッパ3ヶ国における電気とガスのスマート計測／スマートメータ市場の詳細な情報と広範なデータを掲載しています。

主な掲載内容

• 欧州の電気、ガス、地域暖房市場
• スマート計測ソリューション
• IoTネットワークと通信技術
• スマートメータ産業の関連企業
  • 計測器ベンダー
  • 通信ソリューション提供会社
  • ソフトウェアソリューション提供会社
  • システムインテグレータと通信サービス提供会社
• 市場概要
  • 地域サマリー
  • オーストリア
  • ベルギー
  • ブルガリア
  • クロアチア
  • キプロス
  • チェコ共和国
  • デンマーク
  • エストニア
  • フィンランド
  • フランス
  • ドイツ
  • ギリシャ
  • ハンガリー
  • アイルランド
  • イタリア
  • ラトビア
  • リトアニア
  • ルクセンブルク
  • マルタ
  • オランダ
  • ノルウェー
  • ポーランド
  • ポルトガル
  • ルーマニア
  • スロヴァキア
  • スロヴェニア
  • スペイン
  • スウェーデン
  • スイス
  • 英国
• ケーススタディ：欧州のスマートメータ計画
• 市場予測と動向
  • 市場動向
  • スマート電気メータ市場予測
  • スマートガスメータ市場予測

Report Description

Smart Metering in Europe is the eighteenth consecutive report from Berg Insight analysing the latest developments for smart metering (electricity and gas) in Europe. This strategic research report
from Berg Insight provides you with 280 pages of unique business intelligence, including 5-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions.

Are you looking for detailed information and comprehensive data about the European smart metering market (electricity and gas)? Berg Insight’s analyst team has been covering smart metering continuously for more than sixteen years. Smart Metering in Europe is our flagship 280-page report covering AMM in EU27+3. Learn more about the EU energy policies driving the adoption of smart metering and the latest market developments in Europe. Extensive data Excel is included.

Highlights from the report

• Full coverage of the European market with in-depth market profiles of all countries in EU27+3.
• Case studies of smart electricity and gas metering projects by the leading energy groups in Europe.
• 360-degree overview of next-generation PLC, RF and cellular standards for smart grid communications.
• Updated profiles of the key players in the metering industry.
• New detailed forecasts for smart electricity and gas meters in 30 countries until 2028.
• Summary of the latest developments in the European energy industry.

Executive Summary

The installed base of smart energy meters to reach 326 million across Europe by 2028

More than 56 percent of the electricity customers in EU27+3 had a smart meter at the end of 2022 – a figure that is forecasted to increase to as much as 78 percent in 2028. In terms of shipments, smart meters accounted for around 80 percent of total EU27+3 electricity meter shipments in 2022. Italy, which is currently in the midst of its second-generation rollout, was the largest market in terms of shipments with around 2.6 million units installed during the year. The United Kingdom was the second largest market by volume with yearly shipments of more than 2.5 million units, a number that should have been higher if the British utilities met their installation targets for the year. The third largest market was Sweden, which is in the midst of its second-generation deployment, with yearly shipments of around 1.4–1.5 million units. Poland and France also made their way in the top five in terms of shipment volumes. Other markets with large installation volumes during the year included Austria and Belgium. The smart metering market in Europe remains promising and is set for robust growth in the coming years with a total of close to 110 million smart electricity meters forecasted to be deployed across the region during 2023–2028.

In addition to major first-generation deployments in countries such as the UK, France, Austria, Belgium and Portugal, second-generation rollouts in countries such as Italy and Sweden will contribute with substantial shipment volumes up until the end of 2024. Poland, which is currently ramping up smart meter installations will meanwhile account for a substantial and increasing share of smart meter shipments throughout the entire forecast period. From 2025 and forward, the ramp-up of second-generation installations in markets such as Spain as well as first-generation deployments in Germany and Greece are also expected to be important contributors to yearly shipment volumes. In total, replacements of first-generation smart meters are expected to be in the range of 25–40 percent of total smart meter shipments in Europe throughout the next five years, or 4–8 million units annually.

While rollouts in many countries in Western Europe and the Nordics are now either well-advanced or largely completed, the focus is increasingly shifting to Central, East and Southeast Europe. The outlook for the region has improved significantly over the past years with multiple major rollouts now planned or already under way. Overall, the CEE and Southeast European region is expected to account for as much as 51 percent of annual EU27+3 smart meter shipments in 2028, up from 30 percent in 2022. Looking only at the growth in annual shipment volumes of first-generation smart meter projects, all the 10 fastest growing markets can be found in CEE and Southeast Europe.

The rapid development of new wireless technologies for IoT communications has a major impact on the smart metering market in Europe. DSOs planning for new smart grid projects and rollouts in the mid-2020s have a wide range of increasingly sophisticated wireless technologies to choose from for their networking platforms. Wireless technologies have a number of advantages compared to PLC technologies which dominated the first wave of smart electricity deployments in Europe. Supported by massive R&D investments in the mobile communications industry in combination with decreasing mobile subscription costs, 3GPP-based LPWA technologies such as NB-IoT and LTE-M are now rapidly gaining traction in the electricity, gas and water utilities space. Several major deployments utilising these technologies are now either under way or about to begin in the Benelux, the Nordics and the Baltics. 3GPP-based LPWA will more than quadruple its smart meter connectivity market share throughout the forecast period. At the moment, various forms of PLC will remain the dominant technology group in terms of installed base although purely wireless communications options are forecasted to account for over 50 percent of shipment volumes during the forecast period – peaking at around 64 percent in 2025–2026.

Adoption of smart metering is also growing fast in the European gas distribution market. At the end of 2022 around 42 percent of the natural gas customers in EU27+3 had been equipped with a smart gas meter. Berg Insight estimates that the number of natural gas customers with a smart gas meter will increase to 77.6 million in 2028, equal to a penetration rate of more than 61 percent. Annual shipments of smart gas meters in the EU27+3 amounted to 5.2 million units in 2022. This represented a decrease of 1.4 million units in comparison to 2021, since the mass-rollout phase in major markets such as Italy and France were largely completed during the year in combination with a slower than anticipated pace of installations in the UK. Nevertheless, France was the most active market in 2022 with yearly shipment volumes of 1.9 million units while the UK and Italy accounted for 1.8 million and 0.8 million units respectively. Throughout the forecast period, annual shipment volumes of smart gas meters will remain stable at around 5–6 million units. Shipment volumes are expected to decrease in Italy until 2025 and then increase until the end of the forecast period while yearly shipments in France will stay at around 0.1 million from 2023 onwards. After multiple delays, the UK market is expected to gradually ramp up smart gas meter installations and reach a peak of 3.4 million units in 2025. A significant volume of smart gas meter installations is also anticipated in additional countries over the coming years, particularly Spain and Belgium, where the former will account for 22 percent of yearly shipment volumes in Europe by 2028.

TABLE OF CONTENTS

Executive Summary

1 Electricity, Gas and District Heating Markets in Europe

1.1 Energy industry players
1.2 Electricity market
1.3 Gas market
1.4 District heating market

2 Smart Metering Solutions

2.1 Introduction to smart grids
2.2 Smart metering
2.2.1 Smart metering applications
2.2.2 Smart metering infrastructure
2.2.3 Benefits of smart metering
2.3 Project strategies
2.3.1 System design and sourcing
2.3.2 Rollout and integration
2.3.3 Implementation and operation
2.3.4 Communicating with customers
2.4 Regulatory issues
2.4.1 Models for the introduction of smart meters
2.4.2 Standards and guidelines
2.4.3 Individual rights issues

3 IoT Networks and Communications Technologies

3.1 IoT network technologies
3.1.1 Network architecture
3.1.2 Unlicensed and licensed frequency bands
3.2 PLC technology and standards
3.2.1 International standards organisations
3.2.2 G3-PLC
3.2.3 PRIME
3.2.4 Meters & More
3.2.5 OSGP
3.3 3GPP cellular and LPWA technologies
3.3.1 2G/3G/4G/5G cellular technologies and IoT
3.3.2 NB-IoT and LTE-M
3.3.3 The role of cellular networks in smart meter communications
3.3.4 LoRa and LoRaWAN
3.3.5 Sigfox
3.4 Other RF technologies and standards
3.4.1 IEEE 802.15.4
3.4.2 Wi-SUN
3.4.3 Proprietary IPv6 connectivity stacks based on 802.15.4
3.4.4 EN 13757

4 Smart Metering Industry Players

4.1 Meter vendors
4.1.1 Itron
4.1.2 Landis+Gyr
4.1.3 Aclara (Hubbell)
4.1.4 ADD Grup
4.1.5 AEM
4.1.6 Aidon (Gridspertise)
4.1.7 Apator
4.1.8 Circutor
4.1.9 Diehl Metering
4.1.10 EDMI (Osaki Electric)
4.1.11 EFR
4.1.12 Elgama Elektronika (Linyang Energy)
4.1.13 EMH Metering
4.1.14 Flonidan
4.1.15 Gridspertise (Enel)
4.1.16 Hexing Electrical
4.1.17 Honeywell
4.1.18 Holley Technology
4.1.19 Iskraemeco
4.1.20 Kaifa Technology
4.1.21 Kamstrup
4.1.22 Meter&Control
4.1.23 MeteRSIT
4.1.24 Networked Energy Services
4.1.25 NIK
4.1.26 Pietro Fiorentini
4.1.27 Sagemcom
4.1.28 Sanxing Electric
4.1.29 Wasion
4.1.30 ZIV
4.1.31 ZPA Smart Energy (El Sewedy Electrometer)
4.1.32 ZTE Corporation
4.2 Communications solution providers
4.2.1 APKAPPA
4.2.2 Corinex
4.2.3 CyanConnode
4.2.4 Devolo
4.2.5 NuriFlex
4.2.6 Ormazabal
4.2.7 Power Plus Communications
4.2.8 Sensus (Xylem)
4.2.9 Theben Smart Energy
4.2.10 Toshiba
4.2.11 Trilliant
4.2.12 Xemex
4.3 Software solution providers
4.3.1 Avance Metering
4.3.2 Atlantica Digital
4.3.3 Cuculus
4.3.4 Embriq
4.3.5 Hansen Technologies
4.3.6 Ferranti
4.3.7 Kisters
4.3.8 Oracle
4.3.9 Robotron Datenbank-Software
4.3.10 SAP
4.3.11 Siemens
4.3.12 Telecontrol STM
4.3.13 Terranova Software
4.3.14 VIVAVIS
4.4 System integrators and communications service providers
4.4.1 A1 Telekom Austria
4.4.2 Arqiva
4.4.3 Atos
4.4.4 Capgemini
4.4.5 CGI
4.4.6 Com4
4.4.7 Greenbird Integration Technology (GE Vernova)
4.4.8 IBM
4.4.9 Telecom Italia
4.4.10 Telefónica
4.4.11 Telenor
4.4.12 Telia Company
4.4.13 Utility Connect
4.4.14 Vodafone

5 Market Profiles

5.1 Regional summary
5.1.1 EU energy strategy
5.1.2 EU policies related to smart metering
5.1.3 Smart metering policies on the national level
5.1.4 Top smart metering projects in EU27+3 countries
5.2 Austria
5.2.1 Electricity and gas distribution structure
5.2.2 Metering regulatory environment
5.2.3 Smart metering market developments
5.3 Belgium
5.3.1 Electricity and gas distribution industry structure
5.3.2 Metering regulatory environment and smart metering market developments
5.4 Bulgaria
5.4.1 Electricity and gas distribution industry structure
5.4.2 Metering regulatory environment and smart metering market developments
5.5 Croatia
5.5.1 Electricity and gas distribution industry structure
5.5.2 Metering regulatory environment and smart metering market developments
5.6 Cyprus
5.6.1 Electricity distribution industry structure
5.6.2 Metering regulatory environment and smart metering market developments
5.7 Czech Republic
5.7.1 Electricity and gas distribution industry structure
5.7.2 Metering regulatory environment
5.7.3 Smart metering market developments
5.8 Denmark
5.8.1 Electricity and gas distribution industry structure
5.8.2 Metering regulatory environment
5.8.3 Smart metering market developments
5.9 Estonia
5.9.1 Electricity distribution industry structure
5.9.2 Metering regulatory environment and smart metering market developments
5.10 Finland
5.10.1 Electricity distribution industry structure
5.10.2 First wave of smart metering 2004–2013
5.10.3 Second-wave rollout preparations
5.11 France
5.11.1 Electricity and gas distribution industry structure
5.11.2 Nationwide program for smart electricity metering
5.11.3 Nationwide program for smart gas metering
5.12 Germany
5.12.1 Electricity and gas distribution industry structure
5.12.2 Metering regulatory environment
5.12.3 Technical standardization of smart meters
5.12.4 Smart metering market developments
5.13 Greece
5.13.1 Electricity and gas distribution industry structure
5.13.2 Metering regulatory environment and smart meter market developments
5.14 Hungary
5.14.1 Electricity and gas distribution industry structure
5.14.2 Metering regulatory environment and smart metering market developments
5.15 Ireland
5.15.1 Electricity and gas distribution structure
5.15.2 Nationwide program for deployment of smart meters
5.16 Italy
5.16.1 Electricity and gas distribution industry structure
5.16.2 First stage of smart metering adoption 2001–2013
5.16.3 Second stage of smart metering adoption 2014–2024
5.17 Latvia
5.17.1 Electricity and gas distribution industry structure
5.17.2 Metering regulatory environment and smart metering market developments
5.18 Lithuania
5.18.1 Electricity and gas distribution industry structure
5.18.2 Smart metering market developments
5.19 Luxembourg
5.19.1 Electricity and gas distribution industry structure
5.19.2 Metering regulatory environment and smart metering rollout plans
5.20 Malta
5.20.1 Utility industry structure
5.20.2 National smart grid project
5.21 Netherlands
5.21.1 Electricity and gas distribution industry structure
5.21.2 Metering regulatory environment
5.21.3 Smart metering market developments
5.22 Norway
5.22.1 Electricity distribution industry structure
5.22.2 Metering regulatory environment
5.22.3 Smart metering market developments and tender results
5.23 Poland
5.23.1 Electricity and gas distribution industry structure
5.23.2 Metering regulatory environment
5.23.3 Smart metering projects
5.24 Portugal
5.24.1 Electricity and gas distribution industry structure
5.24.2 Metering regulatory environment and smart metering market developments
5.25 Romania
5.25.1 Electricity and gas distribution industry structure
5.25.2 Metering regulatory environment and smart meter market developments
5.26 Slovakia
5.26.1 Electricity and gas distribution industry structure
5.26.2 Metering regulatory environment and smart meter market developments
5.27 Slovenia
5.27.1 Electricity and gas distribution industry structure
5.27.2 Smart metering market developments
5.28 Spain
5.28.1 Electricity and gas distribution industry structure
5.28.2 Metering regulatory environment
5.28.3 Smart metering market developments
5.29 Sweden
5.29.1 Electricity distribution industry structure
5.29.2 First wave of smart metering 2003–2009
5.29.3 Second wave of smart metering 2018–2024
5.30 Switzerland
5.30.1 Electricity distribution industry structure
5.30.2 Metering regulatory environment and smart meter market developments
5.31 United Kingdom
5.31.1 Electricity and gas industry structure
5.31.2 Metering regulatory environment
5.31.3 Great Britain’s planned nationwide smart metering system
5.31.4 Smart meter criticism and regulatory framework revision
5.31.5 Smart meter rollout
5.31.6 Smart metering in Northern Ireland, the Channel Islands and Gibraltar

6 Case Studies: Smart Metering Projects in Europe

6.1 Enel
6.1.1 Enel Open Meter and the second-generation rollout in Italy
6.1.2 Endesa’s smart metering project in Spain
6.1.3 Smart meter rollout in Romania
6.2 Enedis
6.2.1 The Linky Programme
6.2.2 System development and large-scale pilot
6.2.3 Full-scale rollout
6.3 Current smart meter projects in four European countries
6.3.1 Austria – Wiener Netze
6.3.2 Belgium – Fluvius
6.3.3 Ireland – ESB Networks
6.3.4 Lithuania – ESO
6.4 Pioneering next-generation smart meter rollouts
6.4.1 E.ON Sweden
6.4.2 Elenia
6.5 Smart gas meter rollouts in France and Italy
6.5.1 GRDF
6.5.2 2i Rete
6.6 Smart meter communications platforms in Germany and the UK
6.6.1 Germany
6.6.2 United Kingdom
6.7 Smart metering in Eastern Europe and the Balkans

7 Market Forecasts and Trends

7.1 Market trends
7.1.1 Second-wave rollouts to account for a substantial share of shipments
7.1.2 Growth increasingly driven by CEE and Southeast European projects
7.1.3 Adoption of NB-IoT and LTE-M connectivity picking up speed
7.1.4 Making smart metering systems secure by design
7.1.5 Rethinking the smart metering offering to respond to emerging utility needs
7.1.6 Europe gearing up for hydrogen supply operations
7.2 Smart electricity metering market forecast
7.2.1 Capital expenditure forecast
7.2.2 Communications technology market shares
7.3 Smart gas metering market forecast

Glossary

List of Figures

Figure 1.1: Top 25 energy companies, by turnover (EU27+3 2022) …………. 5
Figure 1.2: Electricity generation and consumption data (EU27 2021) …………. 6
Figure 1.3: Electricity market statistics (Europe 2022/2023) …………….. 7
Figure 1.4: Top 25 electricity DSO groups (EU27+3 2022) ……………. 10
Figure 1.5: Top 25 electricity DSO groups (Eastern Europe 2022) ………….. 11
Figure 1.6: Gas market statistics (EU27+3 2022)……………….. 13
Figure 1.7: Top 25 gas DSO groups (EU27+3 2022) ……………….. 14
Figure 1.8: District heating market overview (EU27+3) …………….. 15
Figure 2.1: Smart metering infrastructure ………………….. 23
Figure 2.2: Examples of smart electricity meters ……………… 24
Figure 3.1: Standard model for smart grid communications networks ……….. 36
Figure 3.2: Alternative model for smart grid communications networks ……… 37
Figure 3.3: Unlicensed and reserved radio frequencies available for wireless IoT …….. 38
Figure 3.4: Selected members of the G3-PLC Alliance by industry …………. 43
Figure 3.5: Selected members of the PRIME Alliance by industry ………… 45
Figure 3.6: Selected members of the Meters & More Association by industry …….. 46
Figure 3.7: Selected members of the OSGP Alliance by industry …………. 47
Figure 3.8: Comparison of LTE-M and NB-IoT specifications ……………. 49
Figure 3.9: Number of LTE-M and NB-IoT Networks (World 2018–2022) ………. 50
Figure 3.10: Public LoRaWAN network operators in Europe (Q4-2023) ……… 52
Figure 3.11: Sigfox network partners in Europe (Q4-2023) …………….. 54
Figure 3.12: Selected members of the Wi-SUN Alliance by industry ………….. 56
Figure 3.13: Selected members of the OMS Group ………………. 58
Figure 3.14: Selected members of the Wize Alliance by industry …………. 59
Figure 4.1: Major energy meter vendor company data (World/Europe, FY2022) ……. 62
Figure 5.1: Regulatory policies for smart meter rollouts, by country (EU27+3 2023) …. 122
Figure 5.2: Top 25 smart electricity metering projects in EU27+3 countries ……… 124
Figure 5.3: Top 10 electricity DSOs in Austria ……………….. 126
Figure 5.4: Major SM projects in Austria ………………….. 129
Figure 5.5: Main electricity and gas utilities in Belgium …………… 131
Figure 5.6: Electricity DSOs in Bulgaria ………………… 135
Figure 5.7: Electricity and gas DSOs in the Czech Republic ……………. 140
Figure 5.8: Top 10 electricity DSOs in Denmark ……………….. 143
Figure 5.9: Top 15 smart metering contracts in Denmark (first-wave rollout) …….. 145
Figure 5.10: Smart metering projects in Estonia……………….. 147
Figure 5.11: Top 10 electricity DSOs in Finland ……………….. 149
Figure 5.12: Smart metering projects in France ……………….. 154
Figure 5.13: Electricity DSOs in Germany by size ……………….. 156
Figure 5.14: Top 30 electricity utilities in Germany ………………. 158
Figure 5.15: Germany’s smart metering rollout plan ………………. 160
Figure 5.16: Types of electricity meters installed for households (2021) ……… 164
Figure 5.17: Top 4 electricity and gas utilities in Hungary …………….. 170
Figure 5.18: Top 10 electricity DSOs in Italy (2022) ……………….. 175
Figure 5.19: Electricity DSOs in Italy by size ………………….. 176
Figure 5.20: Top gas DSOs in Italy ……………………. 176
Figure 5.21: Natural gas customers in Italy by region (2022) …………… 177
Figure 5.22: Electricity and gas DSOs in the Netherlands …………….. 186
Figure 5.23: Residential and small business smart electricity meters by DSO (2022) …. 188
Figure 5.24: Top 10 electricity DSOs in Norway ……………….. 190
Figure 5.25: Top 10 smart metering contracts in Norway…………… 192
Figure 5.26: Main electricity DSOs in Poland…………………. 194
Figure 5.27: Major smart metering contracts in Poland …………… 197
Figure 5.28: Top utilities in Portugal …………………….. 200
Figure 5.29: Top 5 utilities in Romania ………………….. 202
Figure 5.30: Installed base of smart electricity meters by DSO group (2022) …….. 204
Figure 5.31: Top 4 utilities in Slovakia ………………….. 206
Figure 5.32: Main electricity and gas DSOs in Spain (2022) ……………. 209
Figure 5.33: Smart residential electricity meters in Spain (December 2019) ……… 210
Figure 5.34: Top 10 electricity DSOs in Sweden ………………. 212
Figure 5.35: Largest second-wave smart metering contracts in Sweden (2022) …… 215
Figure 5.36: Top 10 electricity DSOs in Switzerland ……………….. 217
Figure 5.37: Electricity DSOs in the United Kingdom ……………… 220
Figure 5.38: Gas DSOs in the United Kingdom ……………… 221
Figure 5.39: Residential electricity and gas retail markets in the UK (Q1-2023) ……. 222
Figure 5.40: SMETS1 migration phases ………………….. 224
Figure 5.41: Smart energy meters in operation in Great Britain (Q4-2022) ……… 226
Figure 5.42: Estimated total installed base of smart meters, major retailers (2022) ……. 227
Figure 6.1: Enel Open Meter second-generation smart meter …………. 231
Figure 6.2: Conceptual system architecture for Enedis’ smart metering system …… 233
Figure 6.3: GRDF’s smart gas metering cost-benefit analysis………….. 247
Figure 6.4: Smart Meter Gateway (SMGW) network interfaces ………… 250
Figure 6.5: Smart Meter Gateway Administrators ……………… 251
Figure 7.1: CEE and Southeast Europe share of total European shipments ……… 261
Figure 7.2: CEE and Southeast Europe share of first-generation shipments ……… 262
Figure 7.3: Electricity smart meter shipments and penetration rate (EU27+3 2022–2028) ….. 269
Figure 7.4: Electricity smart meter shipments by country (EU27+3 2022–2028) …….. 270
Figure 7.5: Electricity smart meter installed base by country (EU27+3 2022–2028) …… 271
Figure 7.6: Electricity smart metering capital expenditure forecast (EU27+3 2022–2028) … 272
Figure 7.7: Estimated capital cost for some smart metering projects in Europe …… 273
Figure 7.8: Breakdown of costs for electricity smart metering projects in Europe ……. 274
Figure 7.9: Smart meter shipments, by communication technology (EU27+3 2022–2028) …. 275
Figure 7.10: Smart gas meter installed base by country (EU27+3 2022–2028) ……. 277
Figure 7.11: Smart gas meter shipments by country (EU27+3 2022–2028) ………. 278
Figure 7.12: Smart gas meter shipments, by communications technology (2022–2028) ….. 279